[WSBAPT] FW: Gift Tax on assignment of interest in estate

[Mike Winslow]

Please post to list. I have same question on an estate. Tnx.
 
Michael A. Winslow
1204 Cleveland Ave.
Mount Vernon, WA 98273
Ph. 360-336-3321
Em. Mike at winslegal.com
 
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From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Eden Rubenstein
Toner
Sent: Monday, December 28, 2015 10:57 AM
To: WSBA RP list
Subject: [WSBAPT] FW: Gift Tax on assignment of interest in estate
 
Colleagues,
Decedent died without a valid will, but left a note indicating one relative
to inherit the estate.  Other intestate heirs may want to honor decedent's
intent and assign their interest to this relative.  I think they would be
making a gift for which a 709 is required, right?  Would someone be able to
point me to the Code or Regs that address this?  And do you know if it would
NOT be a gift if it was considered in settlement of an estate dispute?  Many
thanks,
Eden
 
Eden Rubenstein Toner
Attorney at Law
1600-B SW Dash Point Road, #163
Federal Way, WA 98023
phone 206-953-4485
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